Financial Services Industry Scanning Services Offerings

Converting Information into Digital Assets®

Digital Documents, LLC is a leading document scanning services and imaging services company. We provide Best Practice File Conversion Outsourcing Services to Financial Services Industry Leaders which enables these companies to successfully unlock the true value of the information contained in their Brokerage, Mortgage and Client Files. In addition, we specifically designed our project methods and production facilities to ensure SEC Compliance for Financial Services document conversion projects. The benefits gained from our services result in increased productivity, performance and profits by enabling knowledge workers in these companies to focus on serving their clients instead of searching for paper.

Our team of recognized scanning experts provides conversion services to support large scale projects that require quick turnarounds and high quality deliverables. Utilizing our latest dDSpeedScan® and dDOptimaOCR® technologies and processes, we can provide your organization with the Highest Quality scanned files and coded data available in the industry today.

Financial Services Industry Offerings

Our Professional Approach

Our expert team serves as Solution Providers and Outsourcing Partners to Financial Services Companies that have critical document scanning and imaging projects. Our Management Team has over 30 years of experience successfully designing and implementing document solutions, and managing file conversions of millions of pages for Financial Services Firms.

The key to the success of a project, is starting with the end goal in mind, then employing proven information technology solutions and file conversion methods (of which scanning is just one stage in the entire production process). Successful document management requires a clear understanding of an organization's Document Strategy, its People, Process, and Technology Requirements, and a validated approach to implementing the project goals.

We work with your Team to conduct a Document Management Project Plan that helps identify answers to the following questions:

When will your Team begin the project?
Is a Business Case required for this project?
Has a Document Management Strategy been defined for the files?
Has a Project Sponsor, Change Agent and Project Team been identified?
What document intensive process will be the focus of the project?
What is the volume of pages to convert digitally?
(We will estimate this based on the number of file cabinet drawers and the number of boxes to be digitally converted, and by sampling the contents of the files.)

Risk Mitigation & Compliance

We have designed project methods and production facilities that ensure SEC Compliance for Financial Services document conversion projects and minimizes the risk inherent in such projects. Our goal is to serve your organization's needs as efficiently and effectively as possible to maximize the benefits of digitizing your files.

To accomplish this we focus on the following:

Project Quality (to control and assure high quality deliverables per the SEC Requirements for document conversion)
File Naming Continuity & Taxonomy Design (to control and assure high level of continuity in naming files per the SEC Requirements for document conversion)
Flexible Solutions (to maximize value and system integration)
Standards Based Technology (to minimize proprietary technology switching costs)
Fixed Fee Pricing (to contain price and enable budgeting)

Our Qualifications

Banking Institutions

Risk Management Services

Goals Alignment & ROI Analysis to Define Value
Ongoing Monthly Mission Critical Image Services
Detailed Quality & Discrepancy Reports

Results: Define the optimal services to enable information on demand and support accurate decision making

Brokerage Services

Document Conversion Services

Information Access for Audit & Compliance Reports
Ongoing Quarterly Transaction Image Services
Taxonomy Design & Indexing Services

Results: Design the optimal services to enable instant access audit and compliance information

REIT & Mortgage Services

Deal & Customer Management Services

Instant Access to Decision Support & Client Files
Ongoing Monthly Deal & Client File Image Services
Host Deal Binders & Customer Files

Results: Provide knowledge workers and decision makers with access to deal and client data